Create a New Employee

Create an Employee so that their data can be represented in WorkLoud and a schedule can be created. This is an essential basic building block that is necessary for scheduling and time and attendance workflows.

Each section contains workflow steps and a link to the full workflow, which will contain more details.

1) Click on the Leave Management icon from the navigation menu, then select Balance Management in the Balances section.

2) Press the Bulk Edit button in the top left.

3) Select the box or boxes that you wish to associate for the target employee(s) and leave type.

Note: if you desire to select the entire column or row, click on the column header (leave type) or the row header (employee), respectively.

4) Then press the Balances button in the top left.

5) Select Add Balance from the Action drop-down, populate the number of leave units in the Amount field (pick appropriate unit measure) and indicate the effective date and time in EffectiveDate field. If the Action is valid starting from now, leave the Effective Date field blank.

WorkLoud Pro Tip: There are also options to subtract balance and delete balances (called Cleanup Balance)

6) Press the Ok button.

7) Press the Save button.

Note: To subtract a leave balance from employee(s), follow all of the steps above, but in step 4, select Subtract Balance option from Action drop-down.